Cosey Financial Services, INC.

Cosey Financial Services manages investment portfolios and provides personalized financial planning, consulting, and retirement plan services for individuals, high net worth individuals, businesses, trusts, and estates. Founded in 2004 and based in Knoxville, Tennessee, the firm builds customized portfolios using stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. Cosey Financial Services operates as a fiduciary, legally required to act in your best interest. The firm tailors its services to match your goals, risk tolerance, and time horizons, and offers both discretionary management (where they make trades without asking first) and non-discretionary management.